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  1. EZcomplete no longer accessible on Internet Explorer
    On February 25, 2021, Equitable Life’s® EZcomplete® e-signature capability, OneSpan, will no longer be accessible using Internet Explorer (IE) browser. This means that advisors and clients should default their browsers to Google Chrome, Firefox, Edge, or Safari.

    If clients try to e-sign the application in IE, they will be redirected to an error page. Advisors will receive a warning. The warning will confirm that IE is no longer supported. To ensure a smooth EZcomplete experience, advisors should consider changing their browser default.

    If you have any questions about this change, contact your Regional Investment Sales Manager or Life Regional Sales Manager.
     
  2. Questions about eDelivery? New eDelivery page

    Find information on the eDelivery process quickly with our new eDelivery of a Contract landing page.

    New-Business-eDelivery-EN.jpgPolicy-Change-eDelivery-EN_conversions.jpg
    We’ve made it easier to get the information you need to electronically deliver the insurance contract promptly. 

    eDelivery makes it quick and easy, and our new landing page ensures you’re able to find the information you need regarding the New Business eDelivery process, or the Policy Change and Conversions eDelivery process. You can find various resources in the Links section on the right-hand side of each page to help you along the way. 
     
     
     
     
  3. Whole Life
  4. [pdf] Pivotal Select Application - TFSA
  5. [pdf] Pivotal Select Application - FHSA
  6. Grow your guarantee using resets from Equitable Life
    Did you know that many of Equitable Life®’s segregated funds contracts, including Pivotal Select™ Estate Class and Protection Class, allow for an annual reset of the death benefit guarantee? Now could be a great time to remind clients to lock-in any gains with a death benefit reset; and increase their Death Benefit guarantee to 100% of the current market value. The ability to lock-in market growth using resets is one of the differences between segregated funds and mutual funds.
     
    To complete a reset, submit the applicable investment direction form. If you have Limited Trading Authorization on file, you can sign the request on your client’s behalf*. The Investment Direction Forms are posted on EquiNet®, or can be found here (by product):
       
    Be sure to check out the “Growing your Guarantee with Resets” marketing piece which can be shared with your clients. For questions about resets, contact your Regional Investment Sales Manager today.


     
    *Advisors are required to keep notes of their conversation with their client for audit purposes when completing transactions using Limited Trading Authorization. World Financial Group (WFG) advisors are not permitted to use Limited Trading Authorization as per their agreement with WFG.
    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada
     
  7. [pdf] Payout Annuity Interest Rate Guarantees (Advisor)
  8. Take advantage of our online services today!
  9. Things keep getting EZer with Equitable and EZtransact! Equitable® continues to make great strides with our digital self-serve tool, EZtransact®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.

    What’s new with this update?
    New dashboard for client search
    • The existing client search screen has been replaced with a new user-friendly dashboard.
    • Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
    • Users can refine the results and search by client name or contract number.
    Transaction management
    • Transactions submitted through EZtransact within the last 12 months are available, including their status.
    • Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
    • Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
      • Signing packages can be resent to clients who have not completed their e-signature.
      • Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
    Signing process changes
    • Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
    • Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
    Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales

    Date published: October 3, 2024
  10. Sales Illustrations